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Debt fund investment: Debt fund managers are shunning roll-down strategy, what it means for investors

By Economic Times - 8 months ago
In a roll-down approach, a fund maintains a portfolio of bonds that all mature at the same future date. As the maturity date draws nearer, the tenure for which the fund holds bonds reduces (rolls down). Any fresh bond purchases are also aligned with the remaining maturity of the portfolio. To avoid reinvestment risk from the likely fall in interest rates in the near future, several fund managers are shifting to active duration management.

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